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Armis Advisers’s Cornerstone Strategic Value Fund CLM Stock Holding History

Armis Advisers’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$156K Buy
+23,615
New +$166K 0.01% 492
2025
Q1 		– Sell
-19,736
Closed -$167K – 405
2024
Q4 		$167K Buy
+19,736
New +$163K 0.02% 349

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Armis Advisers's CLM Position: Q3 2026 in Review

Armis Advisers opened a new position in Cornerstone Strategic Value Fund (CLM) in Q3 2026: 23,615 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Armis Advisers previously reported a position in CLM as recently as Q4 2024.

Armis Advisers first reported a position in CLM in Q4 2024 and has held it in 2 quarters since. The position peaked at $167K in Q4 2024. 12 funds tracked by Wall St. Rank hold CLM as of Q3 2026.

  • Armis Advisers held 23,615 shares of Cornerstone Strategic Value Fund worth $156K as of Q3 2026.
  • Cornerstone Strategic Value Fund was a new Armis Advisers position in Q3 2026.
  • Cornerstone Strategic Value Fund made up 0.01% of Armis Advisers's portfolio in Q3 2026, its #492 holding.
  • Armis Advisers first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 2 quarters since.
  • Armis Advisers's Cornerstone Strategic Value Fund position peaked at $167K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.